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👋Good morning. Welcome to the first full week of October! That's the strange stretch of the year when the calendar suddenly realises there are only twelve weeks left and starts cramming like a student the night before finals. The weekend didn't exactly ease us in gently, either. It served up a familiar cocktail of geopolitical nerves, a fresh scramble by people in power to get a grip on artificial intelligence, and the kind of eye-watering valuations that make you count the zeros twice. It's one of those Mondays where the headlines feel heavy, but the money keeps moving anyway (nervously, slightly jumpy, but very much open for business). So grab a coffee, crack your knuckles, and let's walk through what happened while you were busy pretending Sunday would last forever.
